David K.

David K. is a CERTIFIED FINANCIAL PLANNER™ and Senior Vice President at Morgan Stanley, where they focus on wealth management for business owners, executives, and multi-generational families. Having begun their career in the US Navy, David demonstrated leadership and training skills, earning multiple commendations before transitioning to finance. At UBS Wealth Management, they completed extensive training, ultimately obtaining their CERTIFIED FINANCIAL PLANNER™ designation. David currently serves high-net-worth clients by employing a disciplined wealth management process tailored to their unique financial goals.